Filed April 17, 2023 (most recent of 2 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,167 | $57,330+141.0% | $86,656+59.4% | $75,177+83.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 12.43% | 2675.40%-2663.0pp | 593.09%-580.7pp | 160.75%-148.3pp |
| Employer contribution / active EE | $8,739 | $2,316+277.3% | $3,025+188.8% | $2,671+227.2% |
| Participant deferral / active EE | $14,743 | $3,320+344.0% | $4,439+232.1% | $4,126+257.3% |
| Admin fee / account holder | $45,519 | $4,115+1006.2% | $5,619+710.1% | $5,651+705.4% |